Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
249 episodes
It's Larry's World, we Just Live in it
In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integrati...
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42:23
Six Takeaways from Snowflake Summit 2024
In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave...
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Season 1
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Episode 234
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34:30
A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms
In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Sum...
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Season 1
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Episode 233
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36:15
Security budgets are growing but so is vendor sprawl
It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half ...
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Season 1
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Episode 228
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27:50
AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions
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Season 1
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Episode 226
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25:00
NVIDIA, Broadcom and the expanding breadth of AI
We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display.In our view, GTC24 was the most important event in the history of the technolo...
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Season 1
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Episode 224
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28:10
Navigating NVIDIA & the AI Trade – Sell, hold or double down?
Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in ...
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Season 1
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Episode 223
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33:18